DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Affinity Wealth Management LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
James Robert NelsonRaymond James Financial Services Advisors, Inc BD affiliatedAffinity Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 23, 2025Oct 6, 2025
Martina Ann PfeufferCitizens Private Wealth independent RIAAffinity Wealth Management LLC independent RIARIA to RIAMay 6, 2024May 23, 2024
Cynthia Lynn YoungcourtVanguard Advisers, Inc. BD affiliatedAffinity Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 13, 2021Dec 13, 2021
Cheryl Deane StarrRaymond James Financial Services Advisors, Inc BD affiliatedAffinity Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 30, 2021Dec 22, 2021
Cynthia Lynn YoungcourtThrive Capital Management, LLC independent RIAAffinity Wealth Management LLC independent RIARIA to RIAOct 2, 2017Mar 22, 2019 (536 d)
Brendan John McpoyleCentaurus Financial, Inc. otherAffinity Wealth Management LLC no RAUMOtherOct 3, 2013Feb 9, 2018 (1590 d)
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6 moves match.